NorCal OAUGHow we run our GEO

Organization

• We incorporated in CA as a Non-Profit S-Corporation• This allows us to:

• Easily enter into contracts for conference facilities• Have a checking account

• We file a federal and state tax return annually(actually we have an accountant who does it for us for ~$400)

Organization, Board

• We have 6 elected board members• Term is for two years• Only 3 positions are elected each year• No more than 3 board members can be Non-Users

(Non-Users are any company with an interest into selling into the OraApps workspace)

• This year we added a 7th position for a board appointed Oracle Representative

Board Member Activities

• We have conference calls every 2 weeks• Board members must put on a Panel Discussion• Board members must all assist with the Training Day • We strongly encourage board members to attend

Oracle Applications Conferences:• OAUG Collaborate• Open World• Application Days

Board Elections

• Elections are run by the existing board using email• All existing board members see the votes• Votes must be from members we sent ballots to

• OAUG will assist you with your election (contact Lynne Weil)

Bylaws and NDAs

• Our bylaws are available on our web site• Our NDA (Non Disclosure Agreement) for board

members is available on our web site• Other contracts and sample documents are available

on our web site

• http://www.norcaloaug.org

How to deal with Vendors

• Membership list is never released to Vendors• We do not send email blasts on behalf of Vendors• We use to run email banner ads

(stopped due to spam filters)

How to deal with Job Postings

• Our GEO does not forward or post job openings or people looking for employment

• The OAUG has now opened a new Skills Market• Allows users to post resumes for free• Allows employers to post jobs for a fee

Events

• This is the key to your GEO and SIG• Events:

• Panel Discussions• Training Days• Oracle’s Application Days• OAUG Collaborate Conference

Panel Discussions

• 4 to 6 panel discussions per year• 3 to 4 hour event • Always get an Oracle Development or Product Specialist• Focused topic:

Workflow, HR, Inter-company Transactions, etc.

• Free for attendees, only ask for registration on our web site• Held at company sites throughout SF Bay Area• Approximately 75 to 200 attendees• Occasionally get a vendor to sponsor refreshments

Oracle Applications Day

• 2 Oracle Applications Days per year• All day event• Oracle Event, we have a table and some participation • Provides contact with non-Oracle Applications Users

(opportunity to expand membership roles)• Events are free for attendees• Held at Oracle’s Conference Center in Redwood Shores• Approximately 300-500 attendees

Training Day

• 1 Training Day per year• $95 Fee for Attendees• Held at a conference center• Exhibit hall for vendors• 57 presentations

• Presentations selected by board • 6 sessions by 10 tracks• 1/3 each - Users, Oracle, Exhibitors

Training Day, Exhibit Hall• 29 Exhibitor Booths• Exhibitors help pay for the majority of the events cost• Exhibitors purchase a 8’ x 8’ booth for $750• Exhibitors can also purchase one of 12 paid presentation slots

for $1000• Attendee lists are not distributed to exhibitors• Exhibitors are encouraged to have raffle prizes to collect

contacts• Exhibit hall layout is S shaped with the conference food at the

end of the maze, attendees walk by each booth several times during the day

Training Day, Booth Bingo

• We collect raffle prizes from our member companies:Pixar, Logitech, Lucas Arts, etc.

• The NorCal OAUG holds an exhibitor booth bingo, collect ten stickers on a layout card to be entered in the raffle

• Hold Exhibitor and NorCal OAUG raffles at the end of the day

Training Day, Oracle Involvement

• We have Oracle Sales Consultants provide the majority of the Oracle presentations

• We get some Oracle Development participation• This year we had Jack Malloch from Oracle Support

provide a dedicated track on Oracle Support• Work the Collaborate’06 and Oracle OpenWorld

shows to make contacts• Use your Oracle Board Member

Training Day, Registration

• The NorCal OAUG handles all attendee and exhibitor registration on our own web site

• Payments are made by Check or Credit Card through PayPal

OAUG Involvement At Events

• OAUG also participates at events:• OAUG Representatives are available• Magazines, Collaborate Conference Info, OAUG Information• Provides give away items• Provide a Collaborate Conference Registration• OAUG Membership Registration

• Contact Lynne Weil for more information

Membership

• Our group is up to ~1900 members• Spreading our groups name is our top priority

• Logo’d give away items

• Membership comes from:• Our Web Site Registration Page• Event registration• On-Site Signups at Oracle Application Days

• OAUG now has a facility to allow people to sign up for multiple GEO’s and SIG’s just by checking boxes

Membership Communication• Primary methods for communicating with members are email

and the web site.• Bulk Emails

• We use a program called ‘Group Mail Pro’http://www.group-mail.com/asp/common/default.asp

• Sends emails to individuals, (not cc or bcc) • We send emails as plain text (no HTML, banners, images, etc)• Sends emails 1 per minute to avoid ISP blocking (variable timing)• Many other options for bulk mailing

• We are moving to a Hosting Service with a Newsletter tool to handle this in the future (1and1.com)

Web Site

• Give users a reason to visit your web site• Keep the content fresh and up to date• Content from presentations and papers is critical• We have ~450MB of presentation content• We are expanding zip files so that search engines better

index the web site (only 20% complete)

• We host our web site at 1and1.com, moving from Earthlink

• OAUG also provides a hosting option

How Can Oracle Help You

• Establish a relationship with the Oracle Sales Group in your region (we can all help each other out)

• Consider placing an Oracle Representative on your board

• Oracle can provide:• Speakers• Venues for meetings• Exhibitor contacts• Logo’d give away items (possibly even co-produce an item)

Budget

• OAUG can assist you to get your group started(contact Lynne Weil for more information)

• You need to become self-sufficient• We only have one primary source of funding, our

annual Training Day Event

Budget, IncomeSources of Revenue

1 TD, Attendee Admission (per person) 300 95$ 28,500$ 2 TD, Exhibitor Booth 29 750$ 21,750$ 3 TD, Exhibitor Presentation

(limited to 12 of 54, must be an Exhibitor)12 1,000$ 12,000$

4 TD, Lanyard Advertising (Oracle funding) 1 2,500$ 2,500$ 5 TD, Post-It Note Cube Advertising (Oracle funding) 1 2,500$ 2,500$ 6 TD, Pens 0 -$ -$ 7 TD, Pamphlet Advertising (Ubex) (way too low, charge more) 1 500$ 500$ 8 TD, Notepad Advertising (Confio) (way too low, charge more) 1 500$ 500$ 9 TD, Slide Show Ads Projected in Exhibit Hall 0 -$ -$

10 TD, Presenters Admission (free) 54 -$ -$ 11 Vendor Directory Listings

(Downloadable Excel Spreadsheet DB of Vendors)29 -$ -$

Total Revenue 68,250$

Other Income Sources:• Vendor Directory for non-Training Day Exhibitors

(Excel spreadsheet database)• Banner Ads (limited revenue in the past, caused email problems)

Budget, ExpensesExpenses

1 TD, Dual Use Lanyards (ePromos) 500 2.50$ 1,250$ 2 TD, Post-It Note Cubes (ePromos) 1000 5.60$ 5,600$ 3 TD, Pens (ePromos) 1000 0.70$ 700$ 4 TD, Clock/Pen Holder (ePromos) 500 5.40$ 2,700$ 5 TD, Notepads 500 1.20$ 600$ 6 TD, Pamphlets 500 0.95$ 475$ 7 TD, Labels (including printing) 1000 0.20$ 200$ 8 TD, Printed Schedule/Abstracts 500 1.72$ 860$ 9 TD, Misc Paper/Card Stock/Supplies 1 200$ 200$

10 TD, Oracle Paper Bags 1000 -$ -$ 11 TD, OAUG Materials (magazines, flyers) 500 -$ -$ 12 TD, OAUG Mice 200 -$ -$ 13 TD, Raffle Items (End of conference for filled out survey)

- National Conference Registration- National Membership Registration- Logitech Items- Pixar Items- Lucas Arts Items

50 -$ -$

14 3'x6'Banner (FastSigns) 1 250$ 250$ 15 TD, Conference Facility

- Exhibit Hall Pole/Drape- PC's and Projectors- Breakfast, Lunch, Snacks, Drinks

1 40,000$ 40,000$

16 Domain Hosting for Web Site and Emails 4 70$ 280$ 17 Board Dinner Meetings 4 250$ 1,000$ 18 Other Misc Expenses 1 2,000$ 2,000$ 19 Board OraApps Conference Registrations 8 1,000$ 8,000$

Total Expenses 64,115$

OAUG Awards/Recognition

• Make your group recognizable• Create a logo, theme and stick to it• Get a domain name (emails and web site)• Logo Items • Shirts for board member to wear to events

• Take advantage of OAUG Awards• Fill out paperwork for the Geo/SIG Certificate of Distinction

award• Then publicize it when you win